Liberty Street Capital, LLC
RIASEC Registered
Total AUM
$1M
Discretionary
$1M
100% of AUM
Avg account
$522K
Accounts
2
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 126047
- Fee structure
- Percentage of AUM
- Client types
- Other100%
- Services
- Financial Planning
Firm profile
FINTRXOverview
Liberty Street Capital, LLC operates as a limited liability company primarily engaged in financial planning services. The firm is structured to cater to a select client base, focusing on personalized investment strategies. While it does not actively pursue ESG investments, it maintains a straightforward fee structure based on a percentage of assets under management. The firm is affiliated with a law firm, which may influence its investment approach and client interactions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Thomas Greene
FounderCRD 229049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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